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Lee Financial’s Resources Connection RGP Stock Holding History

Lee Financial’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-166
Closed -$2.35K – 663
2023
Q4 		$2.35K Buy
+166
New +$2.32K ﹤0.01% 711
2023
Q2 		– Sell
-135
Closed -$2.3K – 824
2023
Q1 		$2.3K Buy
+135
New +$2.37K ﹤0.01% 646

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lee Financial's RGP Position: Q1 2024 in Review

Lee Financial sold out of Resources Connection (RGP) in Q1 2024, closing a stake of 166 shares — an estimated $2.35K sold.

Lee Financial first reported a position in RGP in Q1 2023 and held it in 2 quarters. The position peaked at $2.35K in Q4 2023. 178 funds tracked by Wall St. Rank hold RGP as of Q1 2024.

  • Lee Financial reported no remaining Resources Connection position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 166 Resources Connection shares in Q1 2024, an estimated $2.35K.
  • Lee Financial first reported a position in Resources Connection in Q1 2023 and held it in 2 quarters.
  • Lee Financial's Resources Connection position peaked at $2.35K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Resources Connection as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.